Potential Ban Could Slow Data Center Buildouts by 50%, Spike Optical Component Demand
zephyr_z9 · x · 2026-08-04
A potential ban could slow down data center (DC) buildouts by 50% and severely delay the adoption of NPO (Near Package Optics) technology.
This shift would be highly beneficial for optical component and networking equipment suppliers like AAON, Lumentum (LITE), Coherent (COHR), and Fabrinet. However, these manufacturers currently lack the capacity to meet such a surge in demand.
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